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Dear All,
What is a financial plan update?
A Financial Plan update is where the Client and Advisor meet to look over the progress made during an agreed time period against the implemented Financial Plan.
How can a financial plan update assist you and your family?
An update keeps the plan current, relevant and both parties engaged in the pursuit of the agreed objectives. It gives a chance to develop further understanding of the financial planning project being undertaken together with your Advisor, refining goals and the plan.
KELLY + PARTNERS approach
The KELLY + PARTNERS approach is to keep things personalized, systematic and responsive to the clients needs. The client can choose to meet as often or as seldom as they desire. Most clients make six monthly meetings, others following a more active approach meet as often as monthly whether in person on by telephone.
KELLY + PARTNERS difference
The KELLY + PARTNERS approach is different as follows:
- Genuine personal service;
- All costs are agreed annually in advance; and
- Time is invested to ensure clients objectives are more than merely satisfied.
Any questions?
Should you have any questions about anything at all written above please contact your Client Director or Brett Kelly (brett@kellypartners.com.au) at KELLY + PARTNERS and speak with us.
Yours sincerely
Brett Kelly
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